AI Portal Rev 2

Give your team AI agents they can actually use at work.

Launch a managed AI workspace with ready-to-use agents, company-aware outputs, identity integration, reporting, and guided rollout tools instead of paying for separate LLM subscriptions for every workflow.

SSO-readyMicrosoft 365 and Google Workspace friendlyCompany-aware outputs on paid tiersSite Credit reportingManaged rollout support

Agent hub

Ready-to-use workflows, not blank chat tabs

Core catalogBusiness ready

Policy Builder

Generate policy documents with guided structure

AI Readiness

Assess readiness and rollout priority

AI Opportunity

Move ideas through approval and pilot

Prompt Builder

Standardize prompts across providers

Operational layer

Add company-aware AI, identity, and reporting as rollout matures.

Specialized business workflows
Reporting and Site Credit visibility

Best next step

StarterEvaluate
BusinessOperationalize
EnterpriseScale rollout

Trust layer

Model visibility
Company-aware outputs
SSO rollout
Usage reporting

Plan fit

StarterEvaluate
BusinessOperationalize
EnterpriseRoll out

The problem

Why SMB AI adoption stalls

Direct LLM subscriptions do not give leadership a rollout model, a trust layer, or a repeatable operating system for real team use.

Too many AI subscriptions

Teams buy separate tools, leadership absorbs the cost, and nobody gets a shared operating model.

No consistent team enablement

Employees improvise prompts instead of working from repeatable workflows built for the business.

Data and access concerns

Identity, company context, and model visibility controls live in too many disconnected places.

No rollout visibility

Leaders cannot see where adoption is working, what it costs, or which opportunities are worth scaling.

The promise

From AI experimentation to operational AI adoption

AI Portal gives SMB teams a practical operating layer for AI with prebuilt workflows, company-aware outputs, identity integration, reporting, and managed rollout patterns.

Ready-to-use AI agents for policy, strategy, marketing, legal, quality, and operations workflows.

Company-aware AI on Business and Enterprise for grounded outputs instead of generic responses.

Identity integration with SSO and Microsoft Graph sync when rollout moves from testing to operations.

Usage reporting, model governance, and account administration from one managed workspace.

Managed rollout patterns for multi-account environments, partner-led delivery, and downstream accounts.

Custom and private agent deployments for account-specific workflows without exposing them to every tenant.

Search agents, packs, or workflows
All categories

Policy Builder

Generate AI and website policy documents

AI Opportunity

Capture and track ideas through approval and pilot

AI Readiness

Assess readiness across strategy, process, and infrastructure

Prompt Builder

Craft reusable prompt workflows with saved variations

Slide Builder

Build decks with AI-generated structure and visuals

LinkedIn Post Generator

Create channel-ready social posts and visuals

Organization

Demo account workspace

Admin controls

Users

42

Manage teams and access levels

Packs

7

Selective workflow provisioning

Models

11

Curated model visibility by account

Reports

Live

Usage and credit oversight

Featured workflows

Start with the workflows businesses actually need

Explore practical agents for policy, strategy, operations, marketing, and specialized team workflows without starting from a blank chat box.

PolicyStarter

Policy Builder

Create professional policy documents faster with guided AI assistance.

Deliverable

Professional internal policies and website policy documents.

StrategyStarter

AI Readiness

Assess organizational readiness across eight dimensions and identify where to start first.

Deliverable

A visual readiness report with category scoring and rollout priorities.

StrategyStarter / Business+

AI Opportunity

Capture and prioritize AI opportunities from meetings and process discussions.

Deliverable

A seven-stage pipeline connecting discovery, approval, pilot, and launch.

GeneralStarter

Prompt Builder

Build reusable prompt workflows so teams stop starting from scratch every time.

Deliverable

Standardized prompt libraries with multi-model testing support.

DocumentStarter

Slide Builder

Turn ideas into structured slides faster with AI-assisted structure and imagery.

Deliverable

Presentation-ready decks for strategy, reporting, and internal communication.

BusinessBusiness+

Service Quote and legal workflows

Support quoting, HR, legal drafting, legal review, and legal email workflows inside the same workspace.

Deliverable

Specialized private-like workflows with company-aware context and stronger controls.

Solutions

Choose the rollout model that fits your team

Whether you need tighter cost control, faster team adoption, or guided deployment support, AI Portal gives you a practical path forward.

Replace scattered AI subscriptions

Consolidate practical workflows, governance, and usage visibility inside one branded workspace instead of paying for disconnected LLM seats.

One workspace for prompts, documents, marketing, legal, and strategy workflows
Shared access controls instead of ad hoc tool sprawl
Lower training burden because teams start from guided workflows

Roll out AI by department or process

Use prebuilt agents and selective pack provisioning to expand usage in a controlled way across teams or accounts.

Launch focused workflows instead of a blank chat experience
Use packs and model controls to segment access
Track readiness, opportunity pipeline, and usage as adoption grows

Give operations and IT a governed deployment path

Support identity, account administration, reporting, and rollout without separating the control layer from the user experience.

SSO and Microsoft Graph sync on Business and Enterprise
Model visibility and agent data policies at the account level
Managed workspace controls for packs, groups, and company profile

Identity and integrations

Connect sign-in and systems without more sprawl

Microsoft Entra ID

SAML 2.0 setup for existing workforce identity

Okta or Google Workspace

Keep rollout aligned with how users already sign in

Connected providers

Microsoft 365 / Entra IDActive
HubSpotConnected

Rollout effect

Faster onboarding and offboarding
Cleaner identity and group mapping
Lower account friction for business adoption

Security, identity, and control

Adopt AI without giving up control

Roll out AI with the identity, access controls, and reporting your team needs to use it confidently across the business.

Use existing identity systems with SSO on Business and Enterprise.

Support Microsoft 365 and Google Workspace rollout patterns instead of adding new account friction.

Manage access with account roles, pack grants, and model visibility controls.

Keep company profile, branding, and knowledge inside a governed workspace.

Monitor Site Credit usage, top workflows, and rollout progress from reporting surfaces.

Reporting and rollout

See adoption, guide rollout, and expand with confidence

Leadership needs visibility, admins need controls, and partners need a way to support downstream accounts. That operating model is a key difference from direct LLM subscriptions.

Reporting and usage visibility

Track Site Credits, top workflows, launched activity, and account-level adoption without relying on shadow usage.

Governance and account administration

Give admins direct control over models, data policies, identity setup, and plan-level capabilities.

Managed rollout across accounts

Support partner-led or admin-led deployment across parent accounts, child accounts, and client workspaces.

Opportunities

12

In active pipeline

Under review

4

Awaiting approval

Active pilots

2

Pilot or in delivery

Launched

1

Live and measuring

Four opportunities are under review. Move the right candidates into the backlog or a pilot.

Pipeline overview

Captured3
Under review4
Approved2
Pilot1
Launched1

Learned insights

AI chatbot for website FAQ and lead capture

Approved insight

Automated post-meeting follow-up email generation

Approved insight

AI meeting transcription and action item extraction

Approved insight

LinkedIn content batching using the LinkedIn Post Agent

Approved insight

Site credits used

15,803

Last 30 days based on API cost

Top agent

Slide Builder

10,493 credits

Top user

demo@xyzcorp.com

15,680 credits

Daily Site Credit usage

Credits by agent

Slide Builder10,493
Prompt Builder1,888
AI Readiness938

Pricing

Choose the AI plan that fits your team

Start with Starter for hands-on evaluation, move to Business for company-aware workflows and SSO, or use Enterprise for deeper integrations and managed rollout support.

Starter

$25/month

1,400 Site Credits per month

Best for evaluation, pilot use, and self-serve exploration.

Start with the core catalog and prove value before you roll out company-aware AI or deeper admin controls.

  • Core catalog agents
  • Up to 3 seats
  • Prompt Builder: 20 runs per hour / 2 concurrent
  • 30-day output retention
  • No company knowledge injection
Join Beta List

Business

$500/month

25,000 Site Credits per month

Best for teams using AI in real workflows.

Unlock grounded outputs, business-tier workflows, and identity integration without turning AI adoption into a consulting project.

  • Company knowledge injection
  • SSO and Microsoft Graph sync
  • Business-tier agents
  • Unlimited seats
  • Indefinite output retention
Join Beta List

Enterprise

Contact Sales

100,000 Site Credits per month

Best for multi-team, partner-led, or integration-heavy deployments.

Keep the Business catalog, then add the deployment flexibility, external connectivity, and private rollout support that larger programs need.

  • Third-party integrations capability
  • Managed rollout fit
  • Custom and private deployment fit
  • Unlimited seats
  • Indefinite output retention
Talk to Sales

Managed rollout and custom agents

Need a managed rollout or a private workflow?

Go beyond the standard catalog with managed client workspaces, delegated operations, and custom or private workflows built for more advanced teams.

Private quoting workflows similar to Service Quote for a specific line of business.

Account-specific legal or HR workflows grounded in customer documents and policy context.

Partner-delivered vertical agents provisioned only to the accounts that need them.

Managed client workspaces with selective workflow access instead of full-catalog exposure.

Organization

Demo account workspace

Admin controls

Users

42

Manage teams and access levels

Packs

7

Selective workflow provisioning

Models

11

Curated model visibility by account

Reports

Live

Usage and credit oversight